Search

Symposium 2017

Symposium 2017

Symposium 2017 was the best learning event of the year for elder law and estate planning professionals. This special conference was full of valuable learning, collaboration and guidance on how to advance your practice. You'll discover new ways of thinking that can help you elevate your practice.

Audio from sessions available for topics on elder law, trusts & estates, business law and practice development & marketing.

The Symposium is the best education event of the year for estate planning and elder law professionals. This special conference is full of valuable learning, collaboration and guidance. Symposium 2017 was 2 ½ days of presentations. The sessions were a mix of 90-minute classroom breakouts and 60-minute sessions, presentations and panel discussions. Tracks include elder law, estate planning, practice development, business planning, and keynote presentations.

By ordering this product, you will receive ALL of the sessions that took place at the 2017 Symposium including keynotes and breakout sessions. (Sessions delivered via MP3 audio file and presentation as a PDF)

It’s important to build a strong relationship with your local Medicaid office, even if you file your applications online. Attend this session and learn how four established elder law attorneys across the country have leveraged their relationships to streamline the filing process. We will also discuss the application process and what critical items to include.

When planning for the business owner and her actual or potential long-term care needs, there’s a different level of complication. How do you “spend down” an LLC? What if there is one child who is involved with the business and another who is not? Can (and should) a trust own a business? Join us for this session to learn how to issue-spot and then solve for your business owner client’s elder law needs.

Maintenance programs are not just for estate plans. You have revenue in your closed file cabinet! All of the plans you have drafted over the years could be added to a firm maintenance program and potentially double your annual revenue. You will leave this session with a plan to establish maintenance programs.

There are many external influences that can affect an elder law attorney’s practice: Legal Zoom, non-attorneys practicing law, legislative changes and government regulations that seem to be constantly changing. This session will discuss new laws and regulations that have been proposed (or passed), along with new and creative ways to protect your practice against potential threats.

There have been many changes in the area of elder law, Medicaid planning, and Special Needs Planning in the last year, and more are to come. Don’t miss this lively session that will cover recent court decisions, Congressional action, and other updates in each of these areas.

A “practical application” discussion with Steve Oshins, Foss Hooper, and Jennifer Johnson. The main purpose of this session is to build on the techniques covered in Part 1, to create additional revenue opportunities for your practice. Special emphasis will be on taxation and asset protection. Whether it be converting to domestic asset protection trusts, minimizing capital gains taxes, or adapting to the ever-changing Medicaid and special needs requirements, there is a tremendous opportunity for each one of us to grow our practices while providing value to our clients. Questions are encouraged while we work through how to apply the various strategies.

Can we prevent Alzheimer’s, one of the most feared diseases on the planet? There is fascinating new research nearly every day that connects the food we eat and the lifestyle we lead with debilitating diseases like Alzheimer’s, Type 2 diabetes and more (even cancer). If you are interested in learning how to take control of your health and your happiness through diet and lifestyle, then this is the session for you!